2012-05-15T11:11:03-05:00 2011-06-30 LUDWIG KLEWER & CO PLLC 4783 E CAMP LOWELL DR TUCSON AZ 85712 990 2010-07-01 860107538 TUCSON SYMPHONY SOCIETY TUCS 5207929155 2175 NORTH SIXTH AVE TUCSON AZ 857055606 CHERYL MOOSE CPA 5207929155 2012-02-06 JULIE S KLEWER CPA 5205450500 2012-04-11 2010 2016-02-24 21:20:13Z BARBARA R LEVY 2175 N SIXTH AVE TUCSON AZ 85705 4299444 false X WWW.TUCSONSYMPHONY.ORG X 1959 AZ THE TUCSON SYMPHONY PRESENTS LIVE SYMPHONIC PERFORMANCES, PROVIDES MUSIC EDUCATION TO STUDENTS IN TUCSON AND THE SURROUNDING COMMUNITIES, AND SERVES AS THE PRIMARY CLASSICAL MUSIC RESOURCE IN SOUTHERN ARIZONA 26 26 200 290 0 1272310 1412959 2556555 2157518 214969 136415 178486 143789 4222320 3850681 0 0 2704053 2027407 0 907478 1709862 1573324 4413915 3600731 -191595 249950 5550936 5959082 2250646 1960155 3300290 3998927 THE TUCSON SYMPHONY PRESENTS LIVE SYMPHONIC PERFORMANCES, PROVIDES MUSIC EDUCATION TO STUDENTS IN TUCSON AND THE SURROUNDING COMMUNITIES, AND SERVES AS THE PRIMARY CLASSICAL MUSIC RESOURCE IN SOUTHERN ARIZONA false false 1632714 2311466 THE TUCSON SYMPHONY SOCIETY'S PURPOSE IS TO SPONSOR THE TUCSON SYMPHONY ORCHESTRA SO THAT IT MAY RENDER SYMPHONIC MUSIC IN AN ARTISTIC MANNER FOR THE MUSIC-LOVING PUBLIC; TO REVEAL THE YOUTH OF TUCSON THE BEAUTIES OF SYMPHONIC MUSIC AND THE POSSIBILITIES OF SYMPHONIC INSTRUMENTS; TO PROVIDE EDUCATIONAL OPPORTUNITIES FOR STUDENTS OF MUSIC; AND TO AFFORD PLEASURE TO THE ORCHESTRA MEMBERS THEMSELVES. 314306 TSO EDUCATION AND COMMUNITY ENGAGEMENT ACTIVITIES REACH MORE THAN 69,000 PEOPLE ANNUALLY. PROGRAMS REACH MORE THAN 35,000 STUDENTS AND TEACHERS ANNUALLY THROUGH MORE THAN 300 CONCERTS, WORKSHOPS AND THE TSO KIDS WEBSITE. THROUGH COMMUNITY ENGAGEMENT EFFORTS, TSO PERFORMS AN AVERAGE OF 100 CONCERTS ANNUALLY, REACHING MORE THAN 34,000 PEOPLE WITH PERFORMANCES RANGING FROM LARGE PARTNERSHIPS TO PRIVATE EVENTS. AS AN INTEGRAL PARTNER TO THE REGION, THE TSO SERVES AS A MUSIC RESOURCE FOR ALL OF SOUTHERN ARIZONA. 1947020 true true false false false false false false false true true false false false false true true false false false false false false false false true false false false false false false false false false false false false true true false false false false false false false false true 23 4 true 200 true false false false false true true true true false false false false false false X 26 26 true false false false false true false true true false true true true true true true true true true true false AZ X CHERYL MOOSE 5207929155 2175 N 6TH AVENUE TUCSON AZ 857055606 ERWIN KRATZ 5.00 X X 0 0 0 NANCY J MARCH 5.00 X X 0 0 0 BARBARA LEVY 5.00 X X 0 0 0 JOHN E WAHL 5.00 X X 0 0 0 JANET DAVIS 5.00 X X 0 0 0 HOWARD STEELE 5.00 X X 0 0 0 NORMA ANCONA 1.00 X 0 0 0 DON BOURQUE 1.00 X 0 0 0 SUSIE CHRISTY 1.00 X 0 0 0 PENNY DAVID 1.00 X 0 0 0 CARLA ECKER 1.00 X 0 0 0 BETH FOSTER 1.00 X 0 0 0 GARY GETHMANN 1.00 X 0 0 0 JAMES J GLASSER 1.00 X 0 0 0 BRINA L GRUSIN 1.00 X 0 0 0 KATHY HEBB 1.00 X 0 0 0 JOAN HORWITZ 1.00 X 0 0 0 TRAVIS HUTCHISON 1.00 X 0 0 0 TOM JOHNSON 1.00 X 0 0 0 BONNIE KAMPA 1.00 X 0 0 0 JOHN F KOFRON 1.00 X 0 0 0 MAGGIE KOSINSKI 1.00 X 0 0 0 DEJAN MARKOVICH 1.00 X 0 0 0 GIB RAYMOND 1.00 X 0 0 0 MARILYN STEELE 1.00 X 0 0 0 KEN SWAIMAN 1.00 X 0 0 0 CHERYL MOOSE 40.00 X 18870 0 492 GEORGE STEELE 40.00 X 0 0 0 18870 492 1 false false false TUCSON CONVENTION CENTER PO BOX 3053 TUCSON AZ 85702 FACILITIES 174113 1 79608 1333351 120231 1412959 TICKET SALES 711130 1879285 1879285 EDUC AND COMMUNITY ENGAGEMENT 711130 278233 278233 2157518 116196 116196 404138 383919 20219 20219 20219 191100 64844 126256 126256 MISCELLANEOUS 711130 17533 17533 17533 3850681 2175051 262671 61800 61800 1690527 1214107 51592 424828 2158 2158 156589 123618 23388 9583 116333 77918 7766 30649 123605 123605 3210 3210 15650 15650 12921 12921 340827 340827 53020 3770 27288 21962 76220 2300 49420 24500 63698 63698 9384 5956 3428 63918 63918 99616 99616 16010 16010 OUTSIDEARTISTICPRODUCTION 436609 436609 OPERATING EXPENSES 135275 49194 34233 51848 LICENSES & FEES 75866 31390 44476 RECRUITING 29840 29840 INVESTMENT FEES 14374 14374 3281 3281 3600731 1947020 746233 907478 788410 362317 753941 1027355 281403 208129 57631 99051 62657 68755 2052935 1260450 799333 792485 2695834 3285988 111727 115002 5550936 5959082 115835 141183 1187662 1090611 947149 728361 2250646 1960155 X -882954 -1237960 974006 2083219 3209238 3153668 3300290 3998927 5550936 5959082 X 249950 448687 X false true true X false X 2622006 1891591 1629664 1272310 1412959 8828530 2622006 1891591 1629664 1272310 1412959 8828530 775586 8052944 12877 9958 118447 81365 116196 338843 35335 45016 44907 8126 17533 150917 9318290 2175051 0.86420 0.82870 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false 3987845 83430 568484 4639759 3857685 -52931 369091 186000 3987845 3817963 301996 -230774 31500 3857685 0.32000 0.68000 false false false 1174597 595055 579542 584578 478987 105591 293760 186408 107352 792485 3850681 3600731 249950 448687 448687 698637 4486647 448687 201653 650340 3836307 14374 14374 3850681 3788010 201653 201653 3586357 14374 14374 3600731 INTENDED USES FOR ENDOWMENT FUNDS SCHEDULE D, PAGE 2, PART V, LINE 4 THE ORGANIZATION'S ENDOWMENTS CONSIST OF 10 SEPARATE DONOR ESTABLISHED FUNDS. ALL FUNDS HAVE THE INTENDED USE OF ANY INVESTMENT EARNINGS TO CARRY ON THE PRINCIPLE ACTIVITIES OF THE ORGANIZATION. LIABILITY UNDER FIN 48 FOOTNOTE SCHEDULE D, PAGE 3, PART X MANAGEMENT IS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS THAT ARE POTENTIALLY MATERIAL. false false 191100 4000 46750 14094 true 0.99000 191100 4000 46750 14094 64844 126256 AZ false THE STATE OF ARIZONA DOES NOT REQUIRE A LICENSE FOR CHARITABLE false true false 0.50000 0.50000 CHERYL MOOSE 2175 N 6TH AVENUE TUCSON AZ 857055606 false false X 9 43250 FAIR MARKET VALUE X 2 73700 FAIR MARKET VALUE X MUSICAL INSTR. 1 625 FAIR MARKET VALUE X SMALL EQUIP. 4 2656 FAIR MARKET VALUE false false false SUPPLEMENTAL INFORMATION SCHEDULE M, PAGE 2, PART II PART I, COLUMN (B), ORGANIZATIONS IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED. EXPLANATION ON VOLUNTEERS AND TYPES OF SERVICES OR BENEFITS FORM 990, PAGE 1, PART I, LINE 6 USHERS PROVIDE ASSISTANCE TO PATRONS ATTENDING TSO PERFORMANCES. THEIR VOLUNTEER HOURS VARY DEPENDING ON SCHEDULING. INTERNS ARE GENERALLY UNIVERSITY OF ARIZONA STUDENTS WHO VOLUNTEER THEIR TIME TO THE ORGANIZATION FOR A SEMESTER OR MORE IN RETURN FOR COURSE CREDIT. RECENTLY, INTERNS HAVE WORKED IN CONCERT PRODUCTION AND IN EDUCATION PROGRAM PRODUCTION. OTHER VOLUNTEERS HELP WITH FUNDRAISERS, COMMUNITY AWARENESS AND OTHER ACTIVITIES THAT BENEFIT TSO. RELATED PARTY INFORMATION AMONG OFFICERS FORM 990, PAGE 6, PART VI, LINE 2 HOWARD STEELE MARILYN STEELE MARRIED ELECTION OF MEMBERS AND THEIR RIGHTS FORM 990, PAGE 6, PART VI, LINE 7A MEMBERS ELECT DIRECTORS AT THE ANNUAL MEMBERSHIP MEETING EACH MARCH ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 FORM 990, PAGE 6, PART VI, LINE 11B THE DRAFT FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND TREASURER IN ADDITION, THE FINANCE COMMITTEE DISCUSSES THE DRAFT AND ADDRESSES ANY QUESTIONS ENFORCEMENT OF CONFLICTS POLICY FORM 990, PAGE 6, PART VI, LINE 12C DIRECTORS ARE REQUIRED TO COMPLETE AN ANNUAL QUESTIONNAIRE IN ADDITION, INDIVIDUAL'S ACTIVITIES ARE REGULARLY DISCUSSED AND ANY POTENTIAL CONFILCTS ARE ADDRESSED AS THEY ARE IDENTIFIED COMPENSATION PROCESS FOR TOP OFFICIAL FORM 990, PAGE 6, PART VI, LINE 15A COMPENSATION FOR THE EXECUTIVE DIRECTOR AND MUSIC DIRECTOR IS DETERMINED AND/OR REVIEWED ANNUALLY BY A COMMITTEE OF THE BOARD OF DIRECTORS. THE COMMITTEE COMPLETES AN ANNUAL PERFORMANCE EVALUATION FOR EACH POSITION BASED ON INPUT FOR VARIOUS CONSTITUENCIES OF THE ORGANIZATION. COMPENSATION IS EVALUATED AGAINST COMPARABLE ORCHESTRAS USING DATA GENERATED ANNUALLY BY THE LEAGUE OF AMERICAN ORCHESTRAS. ALL DISCUSSION AND DECISIONS ARE DOCUMENTED IN NOTES AND MINUTES OF THE COMMITTEE MEETINGS. COMPENSATION PROCESS FOR OFFICERS FORM 990, PAGE 6, PART VI, LINE 15B COMPENSATION FOR THE EXECUTIVE DIRECTOR AND MUSIC DIRECTOR IS DETERMINED AND/OR REVIEWED ANNUALLY BY A COMMITTEE OF THE BOARD OF DIRECTORS. THE COMMITTEE COMPLETES AN ANNUAL PERFORMANCE EVALUATION FOR EACH POSITION BASED ON INPUT FOR VARIOUS CONSTITUENCIES OF THE ORGANIZATION. COMPENSATION IS EVALUATED AGAINST COMPARABLE ORCHESTRAS USING DATA GENERATED ANNUALLY BY THE LEAGUE OF AMERICAN ORCHESTRAS. ALL DISCUSSION AND DECISIONS ARE DOCUMENTED IN NOTES AND MINUTES OF THE COMMITTEE MEETINGS. GOVERNING DOCUMENTS DISCLOSURE EXPLANATION FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION PROVIDES GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS TO THE PUBLIC UPON WRITTEN REQUEST ADDITIONAL INFORMATION FORM 990, PART XI LINE 5, UNREALIZED GAIN ON INVESTMENTS 448,687